Simply Good Foods Co

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Simply Good Foods Co
TickerSMPL
CIK #0001702744
CUSIP82900L102
SectorManufacturing - Food And Kindred Products
Address31 West 52Nd Street, 21St Floor, New York, NY 10019
Source [EDGAR]
CIK Filing 2011 - 2026
[0001702744] 10-K
[0001702744] 10-Q
[0001702744] 3
[0001702744] 4
[0001702744] 8-K
[0001702744] SC 13D
[0001702744] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Simply Good Foods Co [2026-04-29] 0.0
Wellington Management Group LLP Simply Good Foods Co [2025-08-12] 0.0
FMR LLC Simply Good Foods Co [2025-02-12] 0.0
T Rowe Price Investment Management Inc Simply Good Foods Co [2024-11-14] 5.3
BlackRock Inc Simply Good Foods Co [2022-01-27] 13.4
Capital World Investors Simply Good Foods Co [2021-02-16] 5.2
Champlain Investment Partners LLC Simply Good Foods Co [2021-02-12] 5.76
Vanguard Group Inc Simply Good Foods Co [2020-02-11] 8.31
BlackRock Inc Simply Good Foods Co [2020-02-07] 7.6
BlackRock Inc Simply Good Foods Co [2019-06-07] 4.99
Janus Henderson Group PLC Simply Good Foods Co [2019-02-13] 5.4
BlackRock Inc Simply Good Foods Co [2019-02-08] 5.3
Capital World Investors Simply Good Foods Co [2018-02-14] 6.2
Goldman Sachs Asset Management LP Simply Good Foods Co [2018-02-05] 7.5
Conyers Park Sponsor LLC Simply Good Foods Co [2018-02-02] 21.6
FMR LLC Simply Good Foods Co [2017-08-10] 0.0
Wellington Management Group LLP Simply Good Foods Co [2017-08-10] 10.39
Price T Rowe Associates Inc /MD/ Simply Good Foods Co [2017-08-10] 11.1
Atkins Holdings LLC Simply Good Foods Co [2017-07-17] 12.5
Form 3/4/5 Filer 2011 - 2026
Daley Clayton C Jr
Simply Good Foods Co
West David J
Kilts James M
Bealer Christopher J
Held Amy C
Ratzan Brian K
Montgomery Robert G
Schena Joseph J
Goolsby Michelle P
Ritterbush David W
Mally Romitha
White James D
Scalzo Joseph
Clawson Michael L
Heflin Stuart E Jr
Matthews Timothy Allen
Tanner Geoff E
Kraft Timothy Richard
Thomas Ryan
Olivieri Mark A Jr
Mara Shaun
Ghez Nomi
Hunsberger Susan
Clark Jill M
Zink Linda
Ivie Jeremy Scott
Wallis David L
Conyers Park Sponsor LLC
Parker C Scott
Cunfer Todd E
Healey James E
KASH Arvin
Holm Hanno E
Laube Richard
Gandert Robert C
Menogan Annita M
Atkins Holdings LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Held Amy C
Common Stock
2026-03-04 Tax withheld 1,891 $16.38 30,975
Daley Clayton C Jr
Common Stock
2026-01-28 Grant 6,500 $0.00
White James D
Common Stock
2026-01-28 Grant 6,500 $0.00
Kilts James M
Common Stock
2026-01-28 Grant 6,500 $0.00
Mally Romitha
Common Stock
2026-01-28 Grant 6,500 $0.00
West David J
Common Stock
2026-01-28 Grant 6,500 $0.00
Montgomery Robert G
Common Stock
2026-01-28 Grant 6,500 $0.00
Schena Joseph J
Common Stock
2026-01-28 Grant 6,500 $0.00
Goolsby Michelle P
Common Stock
2026-01-28 Grant 6,500 $0.00
Ritterbush David W
Common Stock
2026-01-28 Grant 6,500 $0.00
Ratzan Brian K
Common Stock
2026-01-28 Grant 6,500 $0.00
Scalzo Joseph
Options to Purchase Common Stock · derivative
2026-01-19 Grant 2,000,000 $0.00
Clawson Michael L
Common Stock
2025-11-17 Buy 5,000 $20.00 100,000
Matthews Timothy Allen
Common Stock
2025-11-11 Sell 5,859 $19.47 114,075
Kraft Timothy Richard
Common Stock
2025-11-08 Grant 20,090 $0.00
Held Amy C
Common Stock
2025-11-08 Tax withheld 1,153 $19.99 23,048
Tanner Geoff E
Common Stock
2025-11-08 Tax withheld 6,235 $19.99 124,638
Matthews Timothy Allen
Common Stock
2025-11-08 Grant 3,656 $0.00
Bealer Christopher J
Common Stock
2025-11-08 Grant 28,996 $0.00
Matthews Timothy Allen
Common Stock
2025-11-08 Tax withheld 452 $19.99 9,035
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 278 83,210,462
2025-12-31 268 86,681,142
2025-09-30 301 89,028,365
2025-06-30 313 89,797,408
2025-03-31 298 88,967,538
2024-12-31 280 88,527,090
2024-09-30 273 84,869,886
2024-06-30 274 82,970,333
2024-03-31 291 84,602,494
2023-12-31 269 83,935,630
2023-09-30 240 77,840,798
2023-06-30 246 81,612,826
Form 13F Holdings
Firm Period DFND Voting Shares
River Road Asset Management LLC [2026-06-30] SOLE 2,196,633 2,577,795
Leibman Financial Services Inc [2026-06-30] SOLE 0 202,479
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 96,312 96,312
Assenagon Asset Management SA [2026-06-30] SOLE 85,909 85,909
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 2,065 59,019
Alaska Retirement Management Board [2026-06-30] SOLE 42,111 42,111
Louisiana State Employees Retirement System [2026-06-30] SOLE 37,800 37,800
Merit Financial Group LLC [2026-06-30] OTR 0 31,451
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 26,491 26,491
Yousif Capital Management LLC [2026-06-30] SOLE 5,335 22,423
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 19,741 19,741
Thrive Wealth Management LLC [2026-06-30] SOLE 0 17,603
Gamma Investing LLC [2026-06-30] DFND 13,594 13,594
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 12,594
Davenport & Company LLC [2026-06-30] SOLE 7,499 11,299
Versant Capital Management Inc [2026-06-30] SOLE 6,942 6,942
Merit Financial Group LLC [2026-06-30] SOLE 21 3,655
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 3,165
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,541
IFP Advisors LLC [2026-06-30] SOLE 779 779
Salem Investment Counselors Inc [2026-06-30] SOLE 450 750
Handelsbanken Fonder AB [2026-06-30] SOLE 0 546
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 517 517
True Wealth Design LLC [2026-06-30] SOLE 0 312
Corecap Advisors LLC [2026-06-30] SOLE 0 143
Farmers & Merchants Investments Inc [2026-06-30] SOLE 57 57
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 56
First Horizon Corp [2026-06-30] DFND 0 9
Abound Wealth Management [2026-06-30] SOLE 0 7
Davis Capital Management [2026-06-30] SOLE 5 5
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